See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,943 | $81,625-71.9% | $58,482-60.8% | $139,434-83.5% |
| Participation rate | 23.8% | 61.3%-37.5pp | 50.9%-27.0pp | 80.3%-56.5pp |
| Annual return | 33.34% | 7404.20%-7370.9pp | 4239.32%-4206.0pp | 372.94%-339.6pp |
| Employer contribution / active EE | $365 | $1,398-73.9% | $1,053-65.3% | $4,751-92.3% |
| Participant deferral / active EE | $2,340 | $2,557-8.5% | $1,924+21.6% | $6,710-65.1% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |